Latest Institutional Transactions on Morgan Stanley (MS)
This table provides information on the latest institutional transactions involving Morgan Stanley (MS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
213+ 13.17% |
$29.6K - $34.3K
|
1.83K
$292K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
1.35KNew |
$188K - $217K
|
1.35K
$215K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
113+ 13.23% |
$15.7K - $18.2K
|
967
$154K
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-708- 4.06% |
$98.5K - $114K
|
16.7K
$2.67M
|
|
|
Oct 24, 2025
Q3 2025
|
Berkshire Bank
|
SELL
|
- |
-294- 3.9% |
$40.9K - $47.4K
|
7.24K
$1.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
8+ 0.37% |
$1.11K - $1.29K
|
2.15K
$342K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
125+ 40.98% |
$17.4K - $20.1K
|
430
$68.6K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-42.5K- 3.99% |
$5.91M - $6.85M
|
1.02M
$163M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-66- 2.06% |
$9.18K - $10.6K
|
3.15K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
21.8KNew |
$3.04M - $3.52M
|
21.8K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
118New |
$16.4K - $19K
|
118
$18.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-785- 3.71% |
$109K - $127K
|
20.4K
$3.25M
|
|
|
Oct 24, 2025
Q3 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
887+ 1.28% |
$123K - $143K
|
70K
$11.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
764+ 2.83% |
$106K - $123K
|
27.8K
$4.43M
|
|
|
Oct 24, 2025
Q3 2025
|
Nexus Investment Management Ulc
|
SELL
|
- |
-9.67K- 6.83% |
$1.35M - $1.56M
|
132K
$21.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
11.2K+ 19.02% |
$1.55M - $1.8M
|
69.9K
$11.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-500- 66.76% |
$69.5K - $80.6K
|
249
$39.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-27- 0.54% |
$3.76K - $4.35K
|
5K
$796K
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-124- 7.09% |
$17.2K - $20K
|
1.63K
$259K
|
|
|
Oct 24, 2025
Q3 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
1.28KNew |
$177K - $205K
|
1.28K
$203K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.66K+ 17.6% |
$509K - $590K
|
24.5K
$3.9M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
7.5K+ 2198.83% |
$1.04M - $1.21M
|
7.84K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.96K- 9.23% |
$829K - $961K
|
58.6K
$9.34M
|
|
|
Oct 23, 2025
Q3 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
8New |
$1.11K - $1.29K
|
8
$1.28K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
SELL
|
- |
-1.2K- 0.24% |
$167K - $193K
|
496K
$79.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Harfst & Associates, Inc.
|
BUY
|
- |
99+ 0.76% |
$13.8K - $16K
|
13.2K
$2.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-446- 1.05% |
$62K - $71.9K
|
42.2K
$6.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
369+ 6.13% |
$51.3K - $59.5K
|
6.39K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
518+ 6.61% |
$72K - $83.5K
|
8.35K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
115+ 1.79% |
$16K - $18.5K
|
6.56K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.38K+ 4.54% |
$470K - $544K
|
77.7K
$12.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
668+ 23.41% |
$92.9K - $108K
|
3.52K
$561K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-88- 0.45% |
$12.2K - $14.2K
|
19.5K
$3.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-368- 4.2% |
$51.2K - $59.3K
|
8.39K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Hosking Partners LLP
|
BUY
|
- |
90+ 0.05% |
$12.5K - $14.5K
|
192K
$30.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
11+ 0.66% |
$1.53K - $1.77K
|
1.67K
$266K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-117K- 33.6% |
$16.2M - $18.8M
|
231K
$36.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.38K+ 85.75% |
$192K - $222K
|
2.99K
$476K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
505+ 1.93% |
$70.2K - $81.4K
|
26.6K
$4.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.7K- 17.5% |
$236K - $274K
|
8.01K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-401- 1.15% |
$55.8K - $64.6K
|
34.5K
$5.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-43- 0.4% |
$5.98K - $6.93K
|
10.7K
$1.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
450+ 19.35% |
$62.6K - $72.5K
|
2.78K
$443K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-453- 3.77% |
$63K - $73K
|
11.6K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
209+ 3.07% |
$29.1K - $33.7K
|
7.02K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
17.4K+ 32.17% |
$2.42M - $2.8M
|
71.4K
$11.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
200+ 3.59% |
$27.8K - $32.2K
|
5.78K
$921K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-30- 1.22% |
$4.17K - $4.83K
|
2.42K
$386K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-127- 0.04% |
$17.7K - $20.5K
|
350K
$55.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.01KNew |
$140K - $163K
|
1.01K
$161K
|
|